How do you introduce your team when when speaking with a client? Or introduce the concept of your team? Here is my way:
“Mr Smith, can I tell you about the unique way that I work?”
“I always make sure I look out for all of my clients and their overall financial plan. I see it as the greatest value I can give you. So to make sure I do this, I have set up a team of resources to help you in all aspects of your financial well being.”
“You see, I am the expert in Mortgages, but I know enough to be dangerous in other areas. So I created this team that will collaborate on your behalf. “
“I may make introductions or suggestions during our discussion. There’s no obligation to do anything, but I will make the suggestions. I hope that’s OK?” “(IF YES- You now have permission to make as many referrals as you want).
“So let’s get started. Help me understand what’s most important about this mortgage financing to you?
(There are courses that dig deep into the details at https://core7.mykajabi.com/
Please excuse my grammar. I do not edit these posts.. Everyone’s time is to valuable. My goal is to get information out as quickly as possible.